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Andrew M. Held, CFP®
Executive Director Banker
Biography
Andrew Held is an Executive Director and Banker with J.P. Morgan Private Bank in Seattle. As a CERTIFIED FINANCIAL PLANNER (CFP)™ with over twenty years of experience in the financial services industry, Andrew brings unique insights and strategies to his clients, addressing their planning, banking, lending, fiduciary, business, charitable, and investment needs. Working actively with his clients, he assembles and leads a team of specialists to advise individuals, families, foundations, and endowments throughout the Pacific Northwest on the full spectrum of their wealth management requisites, drawing from J.P. Morgan’s global resources.
Prior to joining J.P. Morgan, Andrew served for six years as a Director with UBS Financial Services in both Phoenix and Tucson, Arizona. Prior to that, he served as a Financial Advisor with Merrill Lynch in Phoenix, Arizona for eight years.
Andrew holds his Masters of Business Administration degree from the Thunderbird School of Global Management and dual Bachelors of Science degrees in Finance and Marketing from the University of Dayton.
He is actively involved in the local community, serving on the board of directors of GSBA and the GSBA Scholarship Fund and as a small business owner.
In his personal time, Andrew enjoys travel, Washington and Oregon wines, hiking, and spending time with family and friends. He currently resides in the Queen Anne neighborhood of Seattle with his husband and their three dogs.
CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.
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JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
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INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
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